0 Replies Latest reply on Jul 10, 2014 5:39 PM by 76a4003d-c92c-4c8c-b880-33c93f91f83b

    Using the "OR" Operator to Refine a List

    76a4003d-c92c-4c8c-b880-33c93f91f83b

      I have a list of sales opportunities. I want to be able to filter on the criteria in three different fields.

       

      For example, I want to take a list of all opps and only display opps that:

      1. begin with the 5 same characters AND
      2. have one of two entries in the Priority field (High OR Medium) AND
      3. are not in LOST or WON sales stage.

       

      I can build the correct filter but I never get the right results. Here is the filter.

       

      Is CRM on Demand not able to do this or am I doing something wrong?

       

      Thanks,

      Mark